PRODUCT GUIDE
From a service offer to meeting evidence
Turn one defined offer into governed opportunities, outreach, replies, meetings and outcome review.
Product guide · Based on the September 18, 2026 product documentation. Connected proof is reported for specific operations; this guide is not a new live certification. Private work and provider authorization take place in Agent.
The journey, step by step
Buyer Signals
- You
- Review source-backed signals
- The product
- Show evidence and qualification context
Outreach workbench
- You
- Review or edit draft
- The product
- Persist draft without implying send
Outreach workbench
- You
- Approve when required
- The product
- Bind exact approval
Public booking
- You
- Choose slot
- The product
- Create/read back provider booking
Meetings
- You
- Review attendance/outcome
- The product
- Separate attendance from billability
What completion means
A mapped meeting has durable booking and outcome evidence within an exact provider scope.
A booked or attended meeting does not establish a sale, attributed revenue or an automatic charge.
Where it can stop
- provider readiness blocked
- approval absent
- provider state unknown
- Microsoft Teams capability absent
How to recover
- return to Connections
- request approval
- reconcile provider readback
- choose proven provider path
If provider state is unknown, review its current state before retrying. A retry should not be treated as permission for a duplicate effect.
How modes change the journey
- ASSIST keeps human execution primary; AGENT may execute only when autonomy and every hard gate allow.
YOUR NEXT MOVE
Start with a clearer
next move.
Explore a Blueprint before deciding how much work to delegate.
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